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Centerline Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Centerline Wealth Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
1,590
-209
-12% -$32.9K 0.08% 67
2026
Q1 		$265K Buy
+1,799
New +$278K 0.1% 64

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Centerline Wealth Advisors's IYJ Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares US Industrials ETF (IYJ) stake by 12% in Q2 2026, selling an estimated $32.9K and leaving 1,590 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #67.

Centerline Wealth Advisors first reported a position in IYJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Centerline Wealth Advisors held 1,590 shares of iShares US Industrials ETF worth $265K as of Q2 2026.
  • Centerline Wealth Advisors sold 209 iShares US Industrials ETF shares in Q2 2026, an estimated $32.9K.
  • iShares US Industrials ETF made up 0.08% of Centerline Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Centerline Wealth Advisors first reported a position in iShares US Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • Centerline Wealth Advisors's iShares US Industrials ETF position peaked at $265K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.